Sea overcame a perfect storm to reemerge as the most dominant tech titan in SEA, execution risks reduced, undervalued at 25xFCF with 20% durable growth.
Incredibly lucky, of course, that I trimmed $CRWD for $SE.
Bad news for CRWD today.
It's Falcon Sensor and Microsoft online services crashed, causing global IT problems. In the US, 911 outages across several US states and disruptions in international airlines, banks, and media outlets.
CRWD stock is down -14%, due to the news and probably also due to the sky-high valuation.
Incredibly lucky, of course, that I trimmed $CRWD for $SE.
Bad news for CRWD today.
It's Falcon Sensor and Microsoft online services crashed, causing global IT problems. In the US, 911 outages across several US states and disruptions in international airlines, banks, and media outlets.
CRWD stock is down -14%, due to the news and probably also due to the sky-high valuation.